Paul
Lim
The Wealth Consulting Group
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About this Advisor
Paul Lim is a certified financial planner operating out of San Diego, California, with a total of 12 years of work experience. Lim currently works for The Wealth Consulting Group. Their career trajectory has included roles at Ameriprise Financial Services, Inc, New England Securities, Lpl Financial and Wcg Wealth Advisors, LLC. Lim maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. The Wealth Consulting Group is a financial advisory firm operating in San Diego, California. The firm has offices in 29 locations and a total of 143 employees. It oversees $1 billion in total assets between its 5,914 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to eight charities and foundations. Of its 5,914 accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. The Wealth Consulting Group provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by The Wealth Consulting Group can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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The Wealth Consulting Group Brokerage Details
$1,408,485,773
153
6,538
$215,431
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Lim Work History
Paul has 12 years of experience.
Lpl Financial
Wcg Wealth Advisors, LLC
New England Securities
Ameriprise Financial Services, Inc
Disclosures
Paul Lim has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.